Virtual Strategic Investment Conference 2020 Notes from James Bianco's Presentation (May 13, 2020) Please forgive any typographic or grammatical errors. From Steve: As you read, keep in mind Jim’s pivot this week from bear to bull on the stock market has nothing to do with the economic challenges [...]Read More >

Virtual Strategic Investment Conference 2020 Discussion of Felix Zulauf (Zulauf Asset Management AG) and Grant Williams (author of Things That Make You Go Hmmm...) Please note: Please forgive any typographic or grammatical errors. Following are my high-level bullet point notes from Felix Zulauf’s [...]Read More >

Virtual Strategic Investment Conference 2020 Interview of Leon Cooperman (Omega Family Office) by David L. Bahnsen (founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a private wealth management firm) Please note: The following is a transcription of the audio interview. [...]Read More >

https://youtu.be/-mCUThasKu8 IMPORTANT DISCLOSURE INFORMATION Investing involves risk.  Past performance does not guarantee or indicate future results.  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific [...]Read More >

April 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:48): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (17:00): Interview with CMG Mauldin Smart [...]Read More >

What is (and isn’t) actually implied by VIX data? Stephen Blumenthal, CIO at CMG Capital Management Group joins S&P DJI’s Ed Ware and Hamish Preston to explore what VIX data means and how to put Wall Street’s fear gauge to work. [...]Read More >

January 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Segment 1 (03:35): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Segment 2 (19:30): Interview with CMG Mauldin Smart Core ETF Strategist, Michael Hee, Managing [...]Read More >

October 18, 2019 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Segment 1 (03:50): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Segment 2 (11:43, audio improves at 13:20): Interview with CMG Mauldin Smart Core ETF Strategist, [...]Read More >

July 31, 2019 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group Segment 1: Interview with Co-Portfolio Managers: Steve Blumenthal - Executive Chairman and Chief Investment Officer, CMG, and John Mauldin - Chief Economist, CMG Segment 2 (20:25): Interview with ETF [...]Read More >

December 11, 2018 Hosted by Steve Blumenthal Executive Chairman, Chief Investment Officer, and Co-Portfolio Manager John Mauldin Chief Economist and Co-Portfolio Manager Brian Schreiner Senior Vice President, Private Wealth Group Transcript Brian:  Good afternoon. Thanks [...]Read More >

How to Invest in a Runaway Stock Market FREE Webinar | Wednesday, January 3, 2:00 PM EST During this webinar, you will learn: How to identify key turning points in bull and bear markets How to avoid emotional decision-making How CMG and NDR use a rules-based strategy designed to [...]Read More >

On May 20, Michael Sciortino and Steve Blumenthal hosted a webinar on the CMG Managed High Yield Bond Program. Steve developed the strategy over twenty years ago to tactically trade the high yield bond market. The strategy will rotate between high yield bonds and cash based on his trend following [...]Read More >

On February 11, Mike Sciortino and Michael Hee hosted a webinar discussing the CMG Opportunistic All Asset Strategy and why it makes sense to position it in your clients' portfolios today.  The webinar covers the strategy overview and portfolio construction process followed by a Q & A session. [...]Read More >

On December 3, Mike Sciortino and Michael Hee hosted a webinar discussing the CMG Tactical Rotation Strategy and why it makes sense to position it in your clients' portfolios today. To view a recording of the webinar, please follow this link. [...]Read More >